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With the U.S. economy predicted by many experts to slow down in the near future, many people’s thoughts have turned to the prospect of a recession. And along with those expectations may come concerns for those still in the workforce about the possibility of layoffs, and needing to get by without income for an unknown period of time. Such periods can be fraught with anxiety, since beyond 'just' the fear of losing one’s livelihood is the realization that there is little way to control
Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report released today from Chief Economist Danielle Hale: Weekly Housing Trends View — Data Week Ending Jan 21, 2023. Note: They have data on list prices, new listings and more, but this focus is on inventory. • Active inventory growth continued to climb with for-sale homes up 69% above one year ago.
In a settlement, FINRA said the firm mistakenly believed that third-party b/ds executing the trades were responsible for spotting potential market manipulation.
Bitcoin is a middling technology that, 15 years after its introduction to the world, still does not have a single legitimate use case in the developed world where it’s the best possible solution to a problem. It’s worse than our traditional stores of value (gold, US dollar) because of its inherent volatility (roughly 5x more volatile than the stock market).
The office of the CFO is rapidly evolving, with more and more demands being placed upon the finance and accounting team each year. Join us in this webinar, where we share 8 things to NOT do when it comes to helping the CFO office advance in supporting the business. Learning Objectives: This course objective is to understand how best to support an organization's finance leadership.
I wanted to drop a quick note about the endless spate of layoff announcements — and why you should (mostly) ignore them. Let’s start with some numbers: Microsoft 22,000 (10%) Amazon 18,000 (1%) Google 12,000 (6.4%) Salesforce 7,000 (10%) Tesla 10,000 (10%) Twitter 3,700 (50%) Apple 0 (0%) Keep in mind a few things as you con
Earlier, in the CalculatedRisk Real Estate Newsletter on December existing home sales, NAR: Existing-Home Sales Decreased to 4.02 million SAAR in December , I mentioned that the median price was down more than normal seasonally. Below is a table of the seasonal pattern over the last several years. Seasonally prices typically peak in June (closed sales for contracts signed mostly in April and May).
Hung with my friends Haley Sacks (Mrs. Dow Jones), Pat McAuliffe (Barstool Sports) and Gabe Walker (PRE.VEYOR) at the Knicks game this week. That’s after doing Closing Bell from the NYSE and then a quick slice at Joe’s Pizza (“Famous Since 1975). A very New York night, really reminded me of what I love so much about this town, despite its flaws and annoyances.
Fascinating discussion this morning from Robin Powell. He points to a research note from Kings College where the authors surveyed active managers about how they were responding to the shift in favor from active to passive fund management over the past decade or two. But they also asked questions about how these managers invested their own monies. Robin buries the lede in his discussion, but allow me to correct that oversight: “ Active managers invest their own capital passively.” Man
The BEA released the Personal Income and Outlays report for December: Personal income increased $49.5 billion (0.2 percent) in December , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI) increased $49.2 billion (0.3 percent) and personal consumption expenditures (PCE) decreased $41.6 billion (0.2 percent).
Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant
Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.
I had a bit of a flashback last night to the year 2000, sitting in my office after hours watching JDS Uniphase collapse on the heels of its conference call after reporting “better than expected” earnings for the quarter. Throughout 2000, techs and telecoms were still making a ton of profit, but it was becoming apparent that they were still coasting on the spend from 1999.
I am genuinely excited about a new presentation I have been working on since the holidays: How to Avoid Financial Disasters. My career in finance has coincided with an amazing string of disasters, ranging from the analyst scandal, IPO spinning, and accounting restatements, to say nothing of Enron, Bernie Madoff, and FTX. The TL:DR version: there are three big problems that HNW and UHNW investors that lead to a devastating loss of capital: 1.
Altos reports inventory was down 0.1% week-over-week. Usually inventory bottoms in February; in 2022, inventory bottomed in early March. It is possible that inventory is already near a bottom for the year! Here are the same week inventory changes for the last five years: 2023: -0.6K 2022: -6.8K 2021: -8.2K 2020: +2.1K 2019: +10.3K Click on graph for larger image.
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
Top clicks this week What investment beliefs do you hold that a majority of investment pros would disagree with? (mebfaber.com) Is this a new bull market? Hold on. (theirrelevantinvestor.com) The stock market typically bottoms before earnings. (tker.co) Nick Maggiulli, "Being rich is a feeling." (ofdollarsanddata.com) Time and patience play a big role in wealth building.
My back-to-work morning train WFH reads: • SBF, Bored Ape Yacht Club, and the Spectacular Hangover : After the Art World’s NFT Gold Rush Auction houses and talent agencies thought the Web3 works were a fast track to billions. If it weren’t for a global crypto meltdown, they might have pulled it off. ( Vanity Fair ) • The Ultimate Contrarian Indicator to Start the Year : Amid the improved mood in Davos are two big worries, either of which could see the bear market reassert itself. ( Wall Street J
The DOL reported : In the week ending January 21, the advance figure for seasonally adjusted initial claims was 186,000 , a decrease of 6,000 from the previous week's revised level. The previous week's level was revised up by 2,000 from 190,000 to 192,000. The 4-week moving average was 197,500, a decrease of 9,250 from the previous week's revised average.
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
The biz The podcasting business has gone from gold rush to mature in a couple of years. (niemanlab.org) Spotify ($SPOT) has yet to make the most of its podcast acquisitions. (theverge.com) Twenty lessons Ryan Holiday learned making his podcast including ' (ryanholiday.net) AI Derek Thompson talks with Ben Thompson, of Stratechery, about the wide-ranging impact of AI.
My mid-week morning train WFH reads: • NYSE Investigates Technical Issue That Caused Wild Market Open : At least 40 S&P 500 stocks were hit with trading halts. NYSE says it’s investigating issues with the opening auction. ( Bloomberg ) • For Tech Companies, Years of Easy Money Yield to Hard Times : Rock-bottom rates were the secret engine fueling $1 billion start-ups and virtual attempts to conquer the physical world.
Today, in the Calculated Risk Real Estate Newsletter: Has Housing "Bottomed"? Brief excerpt: I’ve heard some positive comments from a number of real estate agents in the last week about the existing home market. Activity is still down sharply year-over-year (YoY), but the YoY decline is getting smaller. And some upbeat comments on new home sales. Way back in 2009, I pointed out that there are usually two bottoms for housing.
You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Nathan Vardi, and Downtown Josh Brown discuss Nathan’s book (For Blood and Money), the biotech landscape, hedge fund returns, the GOAT of investing, venture capital, why the market is rallying, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!
My morning train WFH reads: • ChatGPT is everything you wanted Bitcoin to be : ChatGPT was introduced a few months ago and has already spread like wildfire in a way that Bitcoin never has, despite the latter’s explosive rise into the public consciousness as a way to gamble and speculate. OpenAI’s ChatGPT has instantly found use cases, most notably at the high school and college level as children begin to experiment with it as a way to help them complete (or cheat on) their assignments. ( Reforme
At the Calculated Risk Real Estate Newsletter this week: • NAR: Existing-Home Sales Decreased to 4.02 million SAAR in December Median Prices Down 11.3% from Peak in June 2022 • December Housing Starts: Record Number of Housing Units Under Construction • 4th Look at Local Housing Markets in December California Home Sales down 44% YoY in December; Prices Down 2.8% YoY • The Housing Bubble and Mortgage Debt as a Percent of GDP • Homebuilder Price Cuts This is usually published 4 to 6 times a week a
The CFP Board Center of Financial Planning will concentrate on pro bono and research work, while the CFP Board of Standards will focus on certifying advisors.
Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses. By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of
The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Art and Science of Spending Money : Money “the greatest show on earth” because of its ability to reveal things about people’s character and values. How people invest their money tends to be hidden from view.
Today, in the Calculated Risk Real Estate Newsletter: New Home Sales at 616,000 Annual Rate in December; Previous 3 Months Revised Down Sharply Brief excerpt: The next graph shows the months of supply by stage of construction. “Months of supply” is inventory at each stage, divided by the sales rate. There are 1.4 months of completed supply (red line).
Remote finance teams are rewriting how the back-office runs—and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats have become more than just “growing pains”. They’re now liabilities. The challenge isn’t just team distribution, but building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.
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